How big is Dr. LISA Shives MD PC's plan?

Dr. LISA Shives MD PC's plan reported $601K in assets and 2 participants for 2024.

Original filing (PDF)20251009110636NAL0006491361001

Dr. LISA Shives MD PC

Name: Dr. LISA Shives MD PC — Dr. LISA Shives MD PC 401(k), Form 5500 (2024)
Creator: Dr. LISA Shives MD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. LISA Shives MD PC 401(k) Plan

401(k) retirement plan · Dr. LISA Shives MD PC's Dr. LISA Shives MD PC 401(k) Plan held $601K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$601K

Net assets (EOY)

$601K

People on this filing

LISA Shives signed Dr. LISA Shives MD PC's 2024 Form 5500 as plan administrator.

LISA Shives — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dr. LISA Shives MD PC's EIN is 81-2411280.

EIN 81-2411280

Plan number 001

Plan year 2024

ACK ID 20251009110636NAL0006491361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. LISA Shives MD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. LISA Shives MD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. LISA SHIVES MD PC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DR. LISA SHIVES MD PC

EIN

all filings

Address

1853 LYNDON RD · SAN DIEGO, CA · 92103

Phone

(619) 944-7532

Industry

Health Care & Social Assistance

Plan administrator